Service Fusion + Surefire Local Platform

Create new Service Fusion customers from new leads in Surefire Local Platform

Activate this workflow whenever a New Lead Received event occurs in Surefire Local Platform, and easily transform them into a customer in Service Fusion right away. With this handy automation at the helm, you can minimize manual data entries and increase your productivity. Experience an enhanced sales process as every new lead swiftly turns into a Service Fusion customer. Your lead management never felt so effortless!

When this happens...
New Lead Received
Triggers when a new lead is created.
TriggerInstant
automatically do this!
Create Customer
Creates a new Service Fusion customer.
ActionWrite

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Supported triggers and actions

New Lead Received
Triggers when a new lead is created.
Trigger
Instant
Try It
- When Job Status Changes To
Trigger
Instant
Try It
New Estimate
Triggers when a new Service Fusion estimate is created.
Trigger
Polling
Try It
New Job
Triggers when a new Service Fusion job is created.
Trigger
Polling
Try It
- TypeRequired
- Start DateRequired
- Start Time
- End Date
- End Time
- Task Note
- Assign To (Users)
- Relates To (Customers)
- Relates To (Jobs)
- Relates To (Estimates)
- Privacy
- Recurrence
Action
Write

- ###Customer Contact Information
- CustomerRequired
- First Name
- Last Name
- ###Location Information
- Location Name
- Address
- Ste/Unit/Apt
- City
- State
- Zip Code
- Gated Property
- Gate Code
- ###Job Details Section
- Job Category
- Job Description
- PO#
- Job Source
- Agent/Rep
- ###Job Information Section
- Job StatusRequired
- Job Date
- Arrival Time Start
- Arrival Time End
- Job Priority
- Assigned Techs
- Notes for Tech
- Completion Notes
- Payment Method
- ###Custom Fields Section
- Custom Fields
Action
Write

- Client
- First Name
- Last Name
- Email
- Phone
- Address
- Address2
- Address3
- City
- State
- Country
- Zip
- Notes
Action
Write
New Customer
Triggers when a new Service Fusion customer is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new Service Fusion invoice is created.
Trigger
Polling
Try It
New Tech
Triggers when a new Service Fusion tech is created.
Trigger
Polling
Try It
- Customer NameRequired
- Account Number
- Private Notes
- Public Notes
- Payment Terms
- Discount
- Discount Type
- Credit Rating
- Labor Charge Type
- Labor Charge Default Rate
- Qbo Sync Token
- Qbo Currency
- Last Serviced Date
- Is Bill For Drive Time
- Is Vip
- Is Taxable
- Parent Customer
- Referral Source
- Agent
- Assigned Contract
- Payment Type
- Tax Item Name
- Industry
- Prefix
- First Name
- Last Name
- Suffix
- Type
- Job Title
- Department
- Dob
- Anniversary
- Is Primary
- Email
- Email Class
- Email Types Accepted
- Phone
- Phone Type
- Phone Extension
- Street 1
- Street 2
- City
- State Prov
- Postal Code
- Country
- Nickname
- Gate Instructions
- Latitude
- Longitude
- Location Type
- Is Primary
- Is Gated
- Is Bill To
- Customer Contact
- Custom Fields
Action
Write

About Service Fusion

Service Fusion is a field service management software for service contractors. With this application, you create new customers, retrieve job and estimate history, technician information and much more.

Related categories

eCommerce

About Surefire Local Platform

All-in-one marketing platform helping local businesses manage their leads, online reviews, business listings ads and local search results all in one place.

Related categories

Marketing

Related Zap Templates

Generate leads in Surefire Local Platform for every new customer in Service Fusion

Related Zap Templates

Generate leads in Surefire Local Platform for every new customer in Service Fusion

Service Fusion + Surefire Local Platform

Create new Service Fusion customers from new leads in Surefire Local Platform

Supported triggers and actions

New Lead Received

Job Status Updated

New Estimate

New Job

Create Calendar Task

Create Job

Create Lead

New Customer

New Invoice

New Tech

Create Customer

About Service Fusion

Related categories

About Surefire Local Platform

Related categories

Related Zap Templates

Related Zap Templates